Selective Wealth Management’s Alcon ALC Stock Holding History

Selective Wealth Management’s Portfolio ALC Stock Details ALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5	Closed	–	–	749
2022 Q1	$0	Hold	5	–	–	﹤0.01%	718
2021 Q4	$0	Hold	5	–	–	﹤0.01%	662
2021 Q3	$0	Hold	5	–	–	﹤0.01%	587
2021 Q2	$0	Sell	5 -50	-91%	-$3.56K	﹤0.01%	501
2021 Q1	$4K	Sell	55 -10	-15%	-$708	﹤0.01%	320
2020 Q4	$4K	Buy	65 +15	+30%	+$938	﹤0.01%	299
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	265
2020 Q2	$3K	Buy	+50	New	+$2.83K	﹤0.01%	336

Other funds holding ALC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Selective Wealth Management's ALC Position: Q2 2022 in Review

Selective Wealth Management sold out of Alcon (ALC) in Q2 2022, closing a stake of 5 shares.

Selective Wealth Management first reported a position in ALC in Q2 2020 and held it in 8 quarters. The position peaked at $4K in Q1 2021. 611 funds tracked by Wall St. Rank hold ALC as of Q2 2022.

Selective Wealth Management reported no remaining Alcon position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 5 Alcon shares in Q2 2022.
Selective Wealth Management first reported a position in Alcon in Q2 2020 and held it in 8 quarters.
Selective Wealth Management's Alcon position peaked at $4K in Q1 2021.
611 funds tracked by Wall St. Rank held Alcon as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.